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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,127 | $64,716-78.2% | $112,258-87.4% | $68,495-79.4% |
| Participation rate | 60.0% | 67.2%-7.2pp | 75.1%-15.1pp | 67.9%-7.9pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.47%-27.5pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,769 | $2,746-35.6% | $3,636-51.3% | $2,596-31.9% |
| Participant deferral / active EE | $3,445 | $3,565-3.4% | $4,728-27.1% | $4,028-14.5% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |